Ownership history in Evolution Wealth Advisors, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in ISHARES INC (EZU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Evolution Wealth Advisors, LLC underperformed the S&P 500 by β13.9% annually on this EZU position. Timing score: 64% (7/11 decisions correct). Average cost basis: $50.69. Maximum drawdown during holding period: β9.0%.
β Significantly underperformed the S&P 500 by 13.9% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $29.01 (2018 Q4) Β· Worst: $64.10 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 6 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
π Evolution Wealth Advisors, LLC has been actively increasing its EZU allocation β a bullish signal from insiders.
Currently 1.87% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size